| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 08/24/2015 |
| ADV Location | BALTIMORE, MD, United States |
| Contact Info | 410 xxxxxxx |
| Websites |
| AUM* | 3,028,642,556 19% |
| of that, discretionary | 3,028,642,556 19% |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,028,642,556 19% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 20
of those in investment advisory functions 10 -9%
- Investment companies
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNVIDIA Corporation | $ Position$220,964,800 | % Position8.00% | $ Change-7.00% | # Change-1.00% |
| Stck Ticker037833100 | Stock NameApple Inc. | $ Position$194,733,067 | % Position7.00% | $ Change-12.00% | # Change-6.00% |
| Stck Ticker02079K305 | Stock NameAlphabet Inc. Class A | $ Position$153,988,380 | % Position5.00% | $ Change-8.00% | # Change0.00% |
| Stck Ticker594918104 | Stock NameMicrosoft Corporation | $ Position$151,103,394 | % Position5.00% | $ Change-24.00% | # Change-1.00% |
| Stck Ticker023135106 | Stock NameAmazon.com, Inc. | $ Position$111,257,834 | % Position4.00% | $ Change-12.00% | # Change-3.00% |
| Stck Ticker11135F101 | Stock NameBroadcom Inc. | $ Position$81,215,424 | % Position3.00% | $ Change-12.00% | # Change-1.00% |
| Stck Ticker00548F105 | Stock NameAdams Natural Resources Fund, Inc. | $ Position$72,889,015 | % Position3.00% | $ Change30.00% | # Change2.00% |
| Stck Ticker060505104 | Stock NameBank of America Corp. | $ Position$45,472,440 | % Position2.00% | $ Change-8.00% | # Change4.00% |
| Stck Ticker88160R101 | Stock NameTesla, Inc. | $ Position$47,918,575 | % Position2.00% | $ Change-13.00% | # Change6.00% |
| Stck Ticker30303M102 | Stock NameMeta Platforms, Inc. Class A | $ Position$63,220,365 | % Position2.00% | $ Change-16.00% | # Change-4.00% |